If you have received stock that is damaged or faulty, or a customer returns an item that's still within its warranty period, you'll need to send those items back to the supplier.

Create a Transfer to send stock to a supplier

1) From the main menu in the Back Office, expand the Purchasing & Transfers heading and then click on Transfers.

2) You will now see the main Transfers screen, which will look something like this:

To create a new transfer, click New in the top left.

3) This will take you to the Create Transfer screen. Select the Send to Supplier option:

4) From here, select the correct store from the Sending Store(s) dropdown menu, and select the correct Supplier under the Recipient Supplier(s) dropdown menu.

5)  If you like, you can click on the Additional Information tab to enter a Transfer Title and add any Comments.  

6) Click Create Transfer(s) in the bottom right.

7)  You can now add items to the transfer.  You now have three options in terms of how to add items to the transfer: 

a) Click Search and Select Items and use the filtering options to search for and select the items you wish to add to the transfer, using the checkbox next to the relevant items to mark which items to add, then clicking on Add Items in the bottom right:

OR

b) You can scan or type an item's barcode into the wildcard search bar at the top:

OR

c) You can import a CSV file of items to add to the transfer.  Click the Actions button and then Import Transfer from CSV.  

You can then upload a pre-prepared CSV file containing the items you wish to add.  Note that the format of the file MUST be Supplier Part Code, Quantity.

8) Once you have added the items to the transfer, set the relevant quantities in the Qty on This Transfer field.  If you used the Scan option or Import Transfer from CSV options to add items to the transfer, this field will have already been set, based on the number of items you scanned:

9) If you need to physically collect the items in order to put together the transfer, you can print the Transfer to aid with this, which includes filters for Bin Location, Brand, Department, Description, Item Lookup Code and Supplier Part Code:

10) Once all the items are collected, click Mark As Placed at the bottom of the screen:

11) This will open the Transfer on the Goods Out page, where you can book the Transfer out of your system. To do this, click on Send Stock:

12) From this screen, you can either Scan the ILCs / Supplier Part Codes / Alias barcodes all of the items on this transfer into the search bar at the top of the screen, or click on Actions and then Issue All, or manually update the Units Sent quantities.

13) Once you are confident you have all figures updated, click Commit Stock – this is the point at which the stock is removed from your system:

14) You'll see a screen asking if you wish to create a corresponding Transfer In.  This option is used for warranty work, when you would be expecting the item to come back into stock after replacement or repair.  You'll also see a tab where you can print barcode labels, but you probably won't want to do this, so just click on Commit Stock.

The Transfer will now remove the items from your system.

15) You can also Export the Transfer, Email it to the Supplier, or print out a courier label so that you can package and ship the items. These options are all in the Actions menu: